Back to filter
Original filing (PDF)20231012210718NAL0022120259001
ADC PHYSICIANS, P.A.
Form 5500
FILING_RECEIVED
ADC PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
96
Accounts w/ balance
318
Plan assets (EOY)
$71.4M
Net assets (EOY)
$71.4M
How this plan invests
This plan
5 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADC PHYSICIANS, P.A..
Plan sponsor
Name
ADC PHYSICIANS, P.A.
EIN
74-1625143
Address
12221 MOPAC EXPRESSWAY - NORTH · AUSTIN, TX · 78758
Phone
(512) 901-1111
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
ATCHLEY & ASSOCIATES, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $83K | — |
Investments
5 pooled funds· $32.5M(46% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| RUSSELL 1000 INDEX FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4425439 / PN 001 | Common Collective Trust | $14.3M | 20.1% |
| RUSSELL 1000 GROWTH FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3405567 / PN 001 | Common Collective Trust | $6.4M | 9.0% |
| WILMGTTR CIT II GALLIARD RET INC FD WILMINGTON TRUST, N.A · EIN 20-5886387 / PN 082 | Common Collective Trust | $4.9M | 6.9% |
| U.S. DEBT INDEX FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3385892 / PN 001 | Common Collective Trust | $4.2M | 5.9% |
| US TREASURY INFL PROT SECU NL FD M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4544033 / PN 001 | Common Collective Trust | $2.6M | 3.7% |
Related plans
Other plans using SCHWAB RETIREMENT PLAN SERVICES,INC
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
$11.6B · 11,679 participants
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
$8.9B · 32,145 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS
$6.5B · 18,579 participants
LATHAM & WATKINS LLP
LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN
$3.1B · 4,864 participants
Similar-size Offices of Physicians plans
WICHITA SURGICAL SPECIALISTS, P.A.
WICHITA SURGICAL SPECIALISTS, P.A. 401(K) PLAN
$71.5M · 243 participants
UROLOGY CLINICS OF NORTH TEXAS, PLLC
UROLOGY CLINICS OF NORTH TEXAS, PLLC 401(K) PROFIT SHARING PLAN
$71.5M · 358 participants
KIARA, INC.
KIARA, INC. 401(K) PROFIT SHARING PLAN
$71.5M · 497 participants
SOUTHCOAST MEDICAL GROUP, LLC
SOUTHCOAST MEDICAL GROUP, LLC PROFIT SHARING 401(K) PLAN
$71.1M · 446 participants
NEIGHBORCARE HEALTH
403(B) THRIFT PLAN FOR NEIGHBORCARE HEALTH
$71.1M · 697 participants
NORTHWEST ANESTHESIA PHYSICIANS PC
NORTHWEST ANESTHESIA PHYSICIANS P.C. PROFIT SHARING PLAN
$71.7M · 83 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants